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PSUF

People's United Financial Portfolio holdings

AUM $3.51B
1-Year Est. Return 12.24%
This Fund
S&P 500
This Quarter Est. Return
+9.17%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$4.16B
AUM Growth
-$320M
Cap. Flow
-$662M
Cap. Flow %
-15.89%
Top 10 Hldgs %
23.93%
Holding
746
New
24
Increased
91
Reduced
521
Closed
76

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.11M
2
CE icon
Celanese
CE
+$1.89M
3
O icon
Realty Income
O
+$1.79M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.74M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.69M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$53.6M
2
AAPL icon
Apple
AAPL
+$31.3M
3
MSFT icon
Microsoft
MSFT
+$20.5M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$17.8M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$16.8M

Sector Composition

Rank Sector Weight
1 Technology 14.92%
2 Healthcare 9.01%
3 Consumer Discretionary 8.81%
4 Financials 8.81%
5 Industrials 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PG icon
51
Procter & Gamble
PG
$337B
$23.1M 0.56%
141,416
-22,243
-14% -$3.3M
ITW icon
52
Illinois Tool Works
ITW
$83.8B
$22.7M 0.55%
92,159
-4,012
-4% -$932K
EW icon
53
Edwards Lifesciences
EW
$53.9B
$22.1M 0.53%
170,908
-6,941
-4% -$810K
IWO icon
54
iShares Russell 2000 Growth ETF
IWO
$14.9B
$21.4M 0.51%
72,965
-21,110
-22% -$6.36M
SPYV icon
55
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
$20.7M 0.5%
491,985
-97,812
-17% -$3.99M
AVY icon
56
Avery Dennison
AVY
$13.6B
$20.6M 0.49%
95,118
+253
+0.3% +$54.1K
SCZ icon
57
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$20.2M 0.49%
276,405
-59,494
-18% -$4.42M
RWO icon
58
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.28B
$19.8M 0.47%
349,784
-157,095
-31% -$8.54M
EFV icon
59
iShares MSCI EAFE Value ETF
EFV
$30B
$19.6M 0.47%
388,622
-95,010
-20% -$4.85M
ABT icon
60
Abbott
ABT
$190B
$19.1M 0.46%
135,574
-19,361
-12% -$2.48M
CSCO icon
61
Cisco
CSCO
$475B
$18.8M 0.45%
296,901
-50,649
-15% -$2.89M
CVX icon
62
Chevron
CVX
$385B
$17.6M 0.42%
150,175
-33,890
-18% -$3.85M
MDY icon
63
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$17.1M 0.41%
33,102
-2,097
-6% -$1.07M
HYG icon
64
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$16.9M 0.41%
193,951
+8,159
+4% +$708K
INTC icon
65
Intel
INTC
$491B
$16.4M 0.39%
317,818
-47,482
-13% -$2.43M
IUSV icon
66
iShares Core S&P US Value ETF
IUSV
$27.8B
$16.3M 0.39%
213,823
-30,434
-12% -$2.26M
COP icon
67
ConocoPhillips
COP
$151B
$16.3M 0.39%
225,864
+8,604
+4% +$627K
FAST icon
68
Fastenal
FAST
$60.3B
$16.1M 0.39%
503,434
-5,446
-1% -$161K
AMP icon
69
Ameriprise Financial
AMP
$49.9B
$16.1M 0.39%
53,433
-3,027
-5% -$895K
IWF icon
70
iShares Russell 1000 Growth ETF
IWF
$127B
$16M 0.39%
209,960
-193,664
-48% -$14.4M
PYPL icon
71
PayPal
PYPL
$50.4B
$15.9M 0.38%
84,188
-15,733
-16% -$3.4M
MSCI icon
72
MSCI
MSCI
$40.9B
$15.8M 0.38%
25,735
-216
-0.8% -$135K
TT icon
73
Trane Technologies
TT
$106B
$15.5M 0.37%
76,529
-445
-0.6% -$83.7K
DOV icon
74
Dover
DOV
$28.2B
$15.4M 0.37%
84,850
+1,187
+1% +$201K
DIS icon
75
Walt Disney
DIS
$178B
$15.1M 0.36%
97,727
-21,370
-18% -$3.45M
1 2
3
4 5

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SCC
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BAM
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ACI
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ACM
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OSIA
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People's United Financial's Q4 2021 Portfolio in Review

As of Q4 2021, People's United Financial held 746 positions worth $4.16B, down 7.1% from $4.48B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

People's United Financial withdrew a net $662M in Q4 2021, closing 76 positions and reducing 521 holdings. Its most notable exit was Datadog, an estimated $2.16M position sold in full.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 14% a quarter earlier, followed by Healthcare and Consumer Discretionary.

Against the trend, People's United Financial opened a new position in Realty Income worth $1.87M.

  • People's United Financial's largest Q4 2021 buy was Realty Income: 26,081 shares worth $1.87M.
  • People's United Financial added most to iShares Core US Aggregate Bond ETF in Q4 2021, an estimated $2.11M increase.
  • People's United Financial's biggest Q4 2021 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $53.6M.
  • People's United Financial fully exited Datadog in Q4 2021, selling an estimated $2.16M.
  • People's United Financial's ten largest holdings make up 24% of its $4.16B portfolio in Q4 2021.
  • People's United Financial opened 24 new positions and closed 76 in Q4 2021.
  • People's United Financial's portfolio value fell 7.1% quarter-over-quarter to $4.16B.

Based on People's United Financial's 13F filing for Q4 2021, filed 14 Feb 2022.